See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,582 | $179,726+139.0% | $156,263+174.9% | $142,382+201.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 17.52% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $15,082 | $5,069+197.5% | $4,333+248.1% | $4,299+250.8% |
| Participant deferral / active EE | $8,181 | $6,956+17.6% | $6,158+32.8% | $6,507+25.7% |
| Admin fee / account holder | $43,559 | $17,272+152.2% | $14,255+205.6% | $12,624+245.1% |